The Sales and CRM for HubSpotters GPT has crossed 200 chats in under a month - and it’s no wonder. Sales teams want quick, practical answers, not hours spent digging through forum threads.

This GPT does exactly that - pulling the useful bits, skipping the noise, and giving you clear steps to fix CRM headaches fast.

If you’re tired of Googling “how do I do this in HubSpot?” - here’s a taste of what it’s been sharing:

Top Tips from the GPT

1. Keep Your Data Clean

• Use Domains for Deduplication: Always include company domains when importing to avoid duplicate records.
• Reset Sidebar Views: If custom sidebars aren’t showing, reset users to account defaults in their property view.

2. Workflows & Automation

• Re-enroll Deals on Updates: Use “Property Value Changes” triggers for re-enrollment when line items or deal properties change.
• Close Date Alerts: Trigger workflows to notify managers when deals slip out of the current month or quarter.

3. Reporting Best Practices

• Closed Lost Reports: Filter by “Closed lost reason is known” and use bar charts for quick insights.
• Sales Activity vs. SQLs: Copy the “Number of sales activities” into a custom property before the SQL stage to track activity levels.

4. Improve Sales Productivity

• Email Privacy: Limit visibility by adjusting user and team permissions.
• Auto-Enroll in Sequences: HubSpot doesn’t natively do this, but Chrome tools like HubSpot Sequence Automator help.

5. Advanced Integrations

• Invoice & Deal Sync: Sync Stripe invoice status to a deal property, moving deals to “Closed Won” automatically.
• Events & Attendance Tracking: Use apps like Event•Hapily for attendance tracking and deal attribution.

6. Miscellaneous Power Tips

• Default Pipeline View: HubSpot remembers your last viewed pipeline - select your preferred one once.
• SMS Directly from HubSpot: Use tools like Sakari SMS for one-off texts from contact or deal records.
• Scheduling Flexibility: For advanced routing, third-party tools like Chili Piper beat HubSpot’s native meetings tool.

The GPT’s goal is to make HubSpot less of a guessing game. Give it a try and see what it uncovers in your own setup.